+66.3%
IBIT vs LUNR
+424.2%
-357.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.7% | +4.5% | +0.3% |
| 7D | +1.1% | +0.5% | +0.6% | +1.0% |
| 30D | +22.2% | -5.3% | +27.6% | +22.6% |
| 3M | +26.0% | -45.6% | +71.7% | +33.2% |
| 6M | +13.2% | -17.4% | +30.6% | +11.7% |
| YTD | -10.8% | -7.9% | -2.8% | -13.9% |
| 1Y | -29.9% | +77.6% | -107.6% | -37.5% |
| All | +66.3% | +424.2% | -357.9% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LUNR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling